Professional
Added to YB: 2025-03-27
Pitch date: 2025-01-24
NVDA [bullish]
NVIDIA Corporation
+42.39%
current return
Author Info
No bio for this author
Company Info
NVIDIA Corporation operates as a data center scale AI infrastructure company. The company operates through two segments, Compute & Networking, and Graphics segments.
Market Cap
$4.3T
Pitch Price
$124.76
Price Target
N/A
Dividend
0.02%
EV/EBITDA
31.85
P/E
36.20
EV/Sales
19.72
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Guinness Global Innovators Portfolio Holding: NVIDIA Corporation
NVDA (holding update): +177.7% in 2024. 95%+ market share in AI GPUs. New Blackwell chip 2x powerful, 5x inference vs Hopper. Q4 rev $35.1B, +94% YoY. Data center rev 5x YoY. $40k H100 chip driving growth. $2T market opportunity. H200 extends lead. Valuation reasonable given dominance & AI secular trends.
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